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Schwab U.S Small- Cap ETF
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Overview Fund Activity

1,043 hedge funds and large institutions have $10.4B invested in Schwab U.S Small- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 407 increasing their positions, 415 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
-9
Holders Change %
-0.86%
% of All Funds
15.12%
Holding in Top 10
63
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-11.27%
% of All Funds
0.91%
New
72
Increased
407
Reduced
415
Closed
65
Calls
$2.66M
Puts
$1.16M
Net Calls
+$1.51M
Net Calls Change
+$834K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$568M
2
CSIA
Charles Schwab Investment Advisory
California
+$85.9M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.9M
4
FIBT
First International Bank & Trust
North Dakota
+$13.4M
5
CRC
Curi RMB Capital
Illinois
+$13.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$731M
2
Morgan Stanley
Morgan Stanley
New York
-$62.2M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.3M
4
SEI Investments
SEI Investments
Pennsylvania
-$25.5M
5
Charles Schwab
Charles Schwab
California
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
501
Holderness Investments Company
North Carolina
$842K +$353K +14,322 +72%
RWIA
502
Roger Wittlin Investment Advisory
California
$841K -$12.7K -514 -1%
SAM
503
S.A. Mason
Michigan
$822K +$38.9K +1,580 +5%
APP
504
Avantax Planning Partners
Iowa
$821K +$191K +7,752 +30%
CG
505
Cynosure Group
Utah
$819K +$345 +14 +0%
WP
506
WealthPLAN Partners
Nebraska
$814K -$9.01K -366 -1%
TWP
507
Tempus Wealth Planning
California
$807K -$788 -32 -0.1%
UAG
508
United Advisor Group
Ohio
$807K -$969K -39,358 -55%
LTL
509
Lowery Thomas LLC
California
$803K -$27.4K -1,114 -3%
SFG
510
SNS Financial Group
Minnesota
$800K -$77.3K -3,140 -9%
PP
511
Patten & Patten
Tennessee
$794K +$208K +8,468 +36%
DFA
512
DHK Financial Advisors
New Hampshire
$794K +$794K +32,262 New
ACA
513
Aspire Capital Advisors
Washington
$794K -$96.8K -3,930 -11%
WIA
514
World Investment Advisors
California
$790K +$490K +19,884 +163%
CPL
515
CAP Partners LLC
Tennessee
$772K +$10.1K +410 +1%
TCM
516
Twele Capital Management
Minnesota
$767K -$5.47K -222 -0.7%
BDFN
517
Bond & Devick Financial Network
Minnesota
$766K – – –
YIA
518
YHB Investment Advisors
Connecticut
$764K -$66.8K -2,712 -8%
S
519
SignatureFD
Georgia
$763K +$137K +5,584 +22%
CGA
520
Crescent Grove Advisors
Illinois
$762K +$6.2K +252 +0.8%
PAM
521
Pegasus Asset Management
New York
$752K – – –
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$751K +$69.1K +2,808 +10%
NCM
523
Northwest Capital Management
Oregon
$751K – – –
BIM
524
Baldwin Investment Management
Pennsylvania
$750K +$750K +30,462 New
MA
525
Mutual Advisors
Nebraska
$736K -$21.8K -884 -3%
19 20
21
22 23